Getting Started with Projects
This guide will walk you through creating your first project and setting up the basic configuration to get your team productive quickly.
Creating a New Project
Navigate to Projects
Go to the Projects section in your organization dashboard.
Click Add Project
Click the “Add Project” button to open the project creation form.
Fill Project Information
Complete the project details form:
- Project Name: A descriptive name for your project
- Description: Optional detailed description of the project scope
- Project Number: Optional reference number for tracking
- Start/End Dates: Project timeline (optional but recommended)
- Contact Person: External contact for the project
- Project Leader: Internal project manager
- Status: Current project status (Ongoing, Planning, Completed, etc.)
- Comments: Additional notes or context
Assign Project Tags
Select or create tags for your project. These tags are crucial for:
- Time tracking and billing
- Organizing work by type or skill
- Setting different hourly rates
Create Project
Click “Create Project” to save your new project.
Initial Project Setup
Once your project is created, you’ll want to configure the basic settings:
Set Up Custom Task Columns
Customize your Kanban board to match your workflow:
- Go to the Tasks tab
- Click the settings icon in any column header
- Select “Manage Columns”
- Add, edit, or reorder columns as needed
- Mark appropriate columns as “Completion Status”
Project Information Overview
Your project contains several key sections:
Basic Details
- Name, description, and timeline
- Project status and progress tracking
- Contact information and leadership
Team Composition
- Direct members with individual access
- Assigned teams for group collaboration
- Role and permission management
Project Tags
- Used for time tracking and billing rates
- Categorize different types of work
- Enable accurate project costing
Custom Workflows
- Kanban columns matching your process
- Task status tracking and analytics
- Completion percentage monitoring
Next Steps
After creating your project:
- Add Team Members - Invite collaborators to your project
- Create Initial Tasks - Set up your first Kanban board
- Upload Project Files - Store important project documents
- Configure Time Tracking - Set up billing and analytics
Best Practices for Project Setup
Naming Conventions
- Use descriptive, searchable project names
- Consider including client or department prefixes
- Add date references for time-bound projects
Tag Strategy
- Create consistent tags across similar projects
- Align tags with your billing structure
- Use skill-based categories (Design, Development, Management)
Team Planning
- Only add users who need project access
- Plan for different permission levels
- Consider team scalability and billing implications
Timeline Management
- Set realistic start and end dates
- Plan for major milestones and deliverables
- Build in buffer time for unexpected delays
Your project is now ready for team collaboration and task management. Explore the other project sections to maximize your productivity.